Fees

Establishment of the Fund $345 (GST incl.) is all you will pay to Set-up your fund (no matter how large your fund is). With the purchase of the setup of the Self Managed Superannuation Fund, SuperEasy® provides all the documentation necessary for the establishment of the complying fund, according to the legislative requirements.

Establishment and 1st year Administration of your SMSF $1,645 (GST incl.) SuperEasy® rewards its clients who choose to pay for the Establishment and 1st Annual Administration of their SMSF as a combined service for a fee of $1,645 (GST incl.), with an up front saving of $195, off the combined cost for the set-up and administration when they are purchased separately! There are number of benefits from taking the opportunity to buy the setup and administration of the fund as a packaged deal, apart from the money saving: it allows you to relax, because once you have purchased the product, we will remind you when the administration process needs to start, and also it allows us to plan for our busy season when we start processing the funds. If your fund exceeds the number of 15 investments as per our Fixed Fee Quote (CLICK HERE for the definition of investments and fee schedule), you can find out precisely the additional cost, by using our Admin Calculator

 SMSF Annual Administration Calculator
If this happens to be the case, SuperEasy® will invoice any additional fee when the documentation of your fund is received, and the total number of investments can be checked.

Administration SuperEasy® offers a Fixed Fee of $1,495 (GST incl.) for the SMSF Annual Administration, based on the 15 different investments in the fund*. The fixed price is irrespective of the value of the fund and includes preparation of the accounts, audit, tax return and lodgement with the ATO. If your fund exceeds 15 investments as per our fixed quote of $1,495 (CLICK HERE for the definition of investments and fee schedule), you can find out precisely the additional cost, by using our Admin Calculator

 SMSF Annual Administration Calculator

With the purchase of the Annual Administration of the Self Managed Superannuation Fund, SuperEasy® provides all the financial statements, tax return, audit and lodgement with the ATO according to the legislative requirements.

Company Incorporation Including ASIC fee $1,000 (GST incl.)Company Registrations package includes:

  • Certificate of Registration - which shows the ACN (Australian Company Number), the date of registration, and the registered company name
  • the company's Constitution
  • Consent to act as Director
  • Consent to act as Secretary
  • Application for shares
  • Minutes of a meeting of directors
  • Share Certificates
  • Consent to act as Public Officer
  • Notice of appointment of Public Officer

Establishment of Custody Trust (also called a Bare Trust)- when the lender is a financial institution $400 (GST incl.)package includes:

  • Declaration of Custody Trust
  • Trustees Minutes

*Fees for our services SuperEasy®'scosts are time based and depend on the amount of work required to complete a specific task. That's why, whenever possible, we base our charges on the number of investments. Other factors, which could influence our fees, are the completeness and correctness of the records and documents that you provide. Let us know if your fund has a large number of transactions per investments, or does " Day trading". Day trading is a practice of buying and selling financial instruments within the same trading day. While we will do our best to provide the accurate estimate based on the client’s input at the time of quoting, the final price will depend on the actual work performed and time spent on processing of the fund. Please note that all work is carried out by experienced, superannuation specialists and is fully covered by the appropriate professional indemnity insurance.

Price Quote Disclaimer: SuperEasy®'s pricing quote is tentative and subject to change based after the initial assessment of the state of SMSF‘s bookkeeping records.